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[S/A] Serious problem hits Nvidia’s consumer Pascal GPUs  

post #1 of 274
Thread Starter 
needs a sub on semiaccurate

SemiAccurate is hearing of a serious problem affecting Nvidia’s GPU supply. If this turns out to be what SemiAccurate’s sources are describing, it may change the GPU market for the rest of the year.

Note: The following is for professional and student level subscribers.

Disclosures: Charlie Demerjian and Stone Arch Networking Services, Inc. have no consulting relationships, investment relationships, or hold any investment positions with any of the companies mentioned in this report.
http://semiaccurate.com/2016/06/24/serious-manufacturing-problem-hits-nvidia-consumer-gpus/

and here is the forum thread
https://semiaccurate.com/forums/showthread.php?t=9208
post #2 of 274
Hmmmmmm , but the guy is mostly a nvidia hater so hard to believe. although they do seems to have some supply issues.
post #3 of 274
Not really the best of sources.
post #4 of 274
if its true then I wish the best of luck to Nvidia in getting through that period thumb.gif
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post #5 of 274
that's news? tell when what problem it is not that there is some problem click bait alert alert alert
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post #6 of 274


I have yet to see them in stock.
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post #7 of 274
lol @ Charlie's paywall

GDDR5X didn't reach volume production until this Monday, so I'd give it till late August before I pass judgement on whether there's indeed a supply issue or not.
post #8 of 274
Quote:
Originally Posted by Redwoodz View Post



I have yet to see them in stock.
You just have to the finder's fee for a Founder's Edition, brah.

http://www.ebay.com/sch/Graphics-Video-Cards/27386/i.html?_sac=1&_from=R40&_nkw=nvidia+gtx+1080&rmvSB=true

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post #9 of 274
Quote:
Originally Posted by Redwoodz View Post

I have yet to see them in stock.

They go in and out of stock all day everyday. The aftermarket cooler versions go quite fast. Funder's edition not so much.

http://www.nowinstock.net/computers/videocards/nvidia/gtx1080/full_history.php

I've been watching for a good 980 Ti deal for SLI and I can't recall not finding at least one brand in stock at the Egg.
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post #10 of 274
Charlie is well-known to hate Nvidia in the past, although some of his newer (last year) posts forecasted that Nvidia was almost a year ahead of AMD on the first to the die-shrink.

I would say there are either two things going on at Nvidia, both raise some concern.

1. They are having yield issues or TSMC is not making the chips fast enough
or
2. They are artificially increasing demand by keeping stock at extremely low levels, allowing the 1080 and 1070 to be sold far above MSRP

Both are possible, though I side with the latter reasoning.
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